Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Dec 9, 2022 1:44:05 PM

How do I make a backup file to send to my tax lady to open in Pro Series

0 2 523
2 Replies
Level 15
Dec 9, 2022 1:54:35 PM

A copy of the TurboTax tax data file can be opened with the Pro Series.  The TurboTax tax data file has a file extension of .taxyyyy, where yyyy is the tax year, eg .tax2021 for tax year 2021

 

See this TurboTax support FAQ for the tax data file when using the online editions of TurboTax - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US

 

See this TurboTax support FAQ for finding the tax data file using the TurboTax desktop editions for Windows - https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-tax-file-windows/L7USQzV4V_US_en_US?uid=lbh1okux

Level 15
Dec 9, 2022 3:06:40 PM

Are you using the Online version?  

You can only Transfer from the Desktop program not the Online version. TurboTax Online files can't be transferred directly into ProSeries. They must be saved to the desktop first with a .tax20YY extension. For example .tax2019 for a 2019 TurboTax Online file.   I don't know if that means you have to open it in the Desktop program first.


How to Transfer Turbo Tax to ProSeries
https://proconnect.intuit.com/community/convert-data-files/help/how-to-transfer-turbotax-returns-to-proseries/00/6429